About

CapstoneWealth

services

Work with

the best

Our lead financial advisor, Roxanne Theodoropoulos, distinguished by the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, brings not only expertise but also a high ethical standard to your wealth management. This rigorous certification is a testament to our commitment to reliable, comprehensive, and ethical financial planning. 

As part of the vibrant community of The Villages, we understand your unique retirement needs. We know that you've worked hard to build your savings, and our mission is to help you strategize the optimal drawdown of your portfolio, ensuring you enjoy the retirement you deserve.

Roxanne

Roxanne Theodoropoulos

CFPⓇ, CWSⓇ

Founder, CEO, Advisor

  • 813-763-5670

  • 352-885-7579

  • roxanne@mycapstonewealth.com

Emerging from the relentless toil of West Texas cotton fields, as a child I developed an unyielding work ethic and a profound respect for the value of financial stability. Enduring grueling 12-hour workdays, six days a week, instilled in me an unwavering commitment to achieving financial peace—an aspiration I've since vowed to realize–for both myself and others.

Armed with a Bachelor's degree in Financial Planning from Texas Tech University and certified as a Financial Planner, I've dedicated nearly two decades to guiding families towards financial success. My expertise spans wealth creation, preservation, tax-efficient strategies, and intergenerational wealth transfer.

Since 2007, I've specialized in serving retirees across the country in Florida, leading with a philosophy of education and empowerment. As your financial architect, I orchestrate every element of your financial journey, collaborating with my team of seasoned professionals and driving initiatives to secure your future. To me, you're not just a client—you're family. My mission is to furnish you with a clear, strategic roadmap for a worry-free retirement.

Beyond my professional endeavors, I cherish moments with my family: my husband George, my daughter Alexis—who proudly share my profession—and my son Jesus. I'm equally passionate about supporting causes close to my heart, attending church, traveling, and having fun at the beach.

The Team

george

George Theodoropoulos

Retirement Planning Specialist
917-617-8934
george@mycapstonewealth.com

George Theodoropoulos

George’s professional background originated in the Long-Term Care and Senior Living space working with owners of massive Continued Care Retirement Communities across the country.    

Upon meeting his wife Roxanne, a CERTIFIED
FINANCIAL PLANNER® professional, and getting to see first-hand the positive impact she had on lives of her clients and their families, he was inspired to (marry her, and) shift his focus away from retirement communities, to working directly with the individual retirees themselves.

Together, with their combined experience in Retirement Planning and Wealth Management, George and Roxanne remain committed to creating and implementing comprehensive retirement planning strategies designed to protect their clients from life’s uncertainties, market volatility and the IRS.  

When the income, investments, taxes, and estate plan, are all working together, in alignment towards the same outcome, the clarity, confidence and peace of mind folks experience is priceless!

Meet George
Matt Mileski

Matt Mileski

Senior Advisor Consultant

Matt Mileski

Matt Mileski, currently serving as a Senior Advisor Consultant, is a seasoned professional with a significant focus on Business Consulting, Business Development, and Relationship Management. He has been an integral part of Orion for the past 9 years. Matt holds an impressive portfolio of licenses and designations, including an MBA, Series 7, Series 66, and an Insurance License encompassing Life, Health, and Accident. His industry experience extends over 12 years, during which he has held various investment and wealth management roles, demonstrating his comprehensive understanding and experience in these areas.

Meet Matt
Alexis

Alexis Villarreal

Chief Operating Officer

Alexis Villarreal

As COO of CapstoneWealth, Alexis is the heart of the firm, ensuring operations run seamlessly while keeping clients at the center of everything we do. With leadership experience at New York Life and Ford, she brings a unique blend of strategy, vision, and attention to detail. Known for her servant heart, Alexis goes above and beyond to deliver an exceptional client experience.

Meet Alexis
Nick Fabiano

Nick Fabiano

Portfolio Construction

Kyle

Kyle Hosch

Business Development Consultant

1

Karen Atkins

Director of Operations

Karen Atkins

With more than 30 years of leadership across healthcare, optics, advocacy, and business management, Karen Atkins is the engine that drives CapstoneWealth’s operations. She brings deep expertise in finance, bookkeeping, and marketing, blending precision, compliance knowledge, and a relentless eye for detail.

At CapstoneWealth, Karen ensures that nothing and no one slips through the cracks. Detail-obsessed, unshakably dependable, and fiercely protective of the firm’s high standards, she keeps both client service and internal systems running seamlessly.

Meet Karen
Brent

Brent Celso, MBA

Independent Insurance Specialist

Brent Celso, MBA

Since 1996, Brent Celso has worked across several key areas of the financial services industry, including roles as a Senior Annuity Wholesaler and a Life Insurance Specialist for high-net-worth families. These experiences showed him how overwhelming and complex annuities can feel from the client’s perspective. Driven by a desire to provide a more straightforward alternative, Brent focuses on helping those nearing or in retirement understand their options in plain English. He takes the mystery out of Guaranteed Rate Annuities (MYGAs) and Fixed Indexed Annuities (FIAs) by breaking down fees and timelines into clear, relatable terms.

As an independent advisor, Brent isn't tied to any specific insurance carrier. This allows him to provide objective comparisons across multiple providers to find the strategy that actually fits a client’s specific needs. His approach is rooted in "education first," walking through scenarios side-by-side with his clients so they feel confident in the trade-offs. Holding an MBA and currently pursuing his ChFC®, Brent aims to keep the process low-pressure and transparent, often coordinating with a client's CPA or attorney to ensure their retirement strategy is tax-efficient and secure.

Outside of the office, Brent stays busy with a full house. He’s been married to his wife, Erica, for nearly 20 years and enjoys keeping up with his two children—one studying nursing and the other a high schooler interested in game design. When he has a bit of free time, he’s usually staying active on the ice playing hockey or experimenting with new recipes in the kitchen.

Meet Brent

Our Partners

Eric C. Millhorn

Eric C. Millhorn

Founder, Millhorn Elder Law Planning Group

Eric C. Millhorn

Eric Millhorn is the founder of the Millhorn Elder Law Planning Group, PPLC serving clients in The Villages and throughout central Florida in the areas of estate planning, trust and estate administration, long-term care planning, and other important areas of the law.

Eric completed his undergraduate studies at Appalachian State University, graduating Summa Cum Laude in pre-law and political science. He studied constitutional law abroad at the University of the Western Cape/Universiteit van Wes-Kaapland in South Africa, and earned his juris doctor law degree from Gonzaga University School of Law.

Additionally, Eric served in the United States Army Reserve from 1990-1996 as a Combat Engineer, Airborne and Air Assault qualified.

Eric’s elder law and estate planning practice is enhanced by the fact that he is a Veterans Affairs accredited attorney. As a VA accredited attorney, Eric is authorized to represent claimants applying for VA pension or survivor benefits, including Aid and Attendance.

Eric is a member of The Florida Bar, where he belongs to the Elder Law Section as well as the Real Property, Probate and Trust Section. He is also a member of the National Association of Elder Law Attorneys and the Academy of Florida Elder Law Attorneys.

Legal services are offered through the law firm of Millhorn Elder Law Planning Group, PPLC. Visit their website at https://www.millhorn.com/

Meet Eric
adrian

Adrian Alisie CPA

Managing Partner | BLUEZONE CPA

Adrian Alisie, CPA

Adrian Alisie, CPA, is the Managing Partner of BLUEZONE CPA and a trusted tax strategist specializing in tax preparation and proactive tax planning for individuals, retirees, and pre-retirees. His work focuses on helping clients navigate complex tax rules while identifying practical opportunities to improve efficiency, preserve wealth, and support long-term financial goals.

With more than 25 years of experience spanning accounting, finance, and regulatory compliance, Adrian brings deep technical expertise and institutional insight to every client relationship. His career includes leadership roles at globally recognized firms such as Deloitte and KPMG, as well as senior positions at major financial institutions including JPMorgan Chase, Citi, and the Royal Bank of Canada. He also served as Chief Compliance Officer at Celsius Network, strengthening his background in risk management and regulatory oversight.

Adrian holds an MBA in Accounting from Fordham University and a Bachelor’s degree in Economics from the City University of New York. He is a licensed Certified Public Accountant (CPA) in both Florida and New York.

At BLUEZONE CPA, Adrian leads a mission-driven team dedicated to delivering personalized tax solutions for individuals and small to mid-sized businesses throughout Central Florida. His collaborative approach aligns closely with Capstone’s philosophy of integrating tax strategy into a broader retirement and wealth planning framework, helping clients make confident decisions today while preparing for the future.

Meet Adrian
2

Alisa Mitchell

CPA — Partner

Alisa Mitchell

With over 20 years of experience as a CPA, Alisa Mitchell has built a reputation for precision, integrity, and client-focused tax planning. She has guided individuals and businesses alike through complex tax situations, uncovering opportunities to save money and avoid costly mistakes.

At CapstoneWealth, Alisa partners with our team to provide retirees with expert guidance on tax strategy, Required Minimum Distributions (RMDs), and wealth management decisions that protect income and reduce risk. Her hands-on approach ensures every client receives clear answers, timely execution, and strategies designed to maximize after-tax wealth in retirement.

Tax services are offered by Alisa A. Mitchell, CPA, PA; CapstoneWealth and her firm are separate entities.

Meet Alisa

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